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AIA Iowa #A203

Door & Hardware Specifications –

The Architect's Perspective Program number

Robert A. Schoenleber AIA, CDT, LEED AP

9/25/2014

Credit(s) earned on completion of

this course will be reported to AIA

CES for AIA members.

Certificates of Completion for both

AIA members and non-AIA

members are available upon

request.

This course is registered with AIA

CES for continuing professional

education. As such, it does not

include content that may be

deemed or construed to be an

approval or endorsement by the

AIA of any material of construction

or any method or manner of

handling, using, distributing, or

dealing in any material or product. _______________________________________

____

Questions related to specific materials, methods,

and services will be addressed at the conclusion

of this presentation.

This presentation is protected by US and International Copyright laws.

Reproduction, distribution, display and use of the presentation without written

permission of the speaker is prohibited.

© The name of your company 2014

Copyright Materials

SAMPLE SLIDE

Course

Description

This course is designed to

review long standing

practices and bring ideas,

information and new

approaches on how to

specify doors and

hardware on architectural

projects….from an

architect’s perspective.

Learning

Objectives

1. Review and understand how UniFormat, MasterFormat, SectionFormat

and PageFormat are used for creating specifications as outlined by the

Construction Specifications Institute (CSI).

2. Review and understand the four methods of Specifying: Reference

Standard, Descriptive, Proprietary and Performance and benefits and

downfalls of how each is used.

3. Review and understand guidelines utilized by the Door Hardware Institute

(DHI) for creating Door Hardware Specifications and Schedules.

4. Explain industry changes affecting the way hardware specifications are

written and utilized. Review new tools for writing hardware specifications

and adding information to modeling software.

At the end of the this course, participants will be able to:

Robert A. Schoenleber, AIA, CDT, LEED AP BD+C

is a registered architect in Nebraska, South

Dakota, Colorado and Iowa. He graduated from

the College of Architecture at the University of

Nebraska with a Bachelor and Master of Science.

He has practiced as an architect in Lincoln, NE for

20+ years.

Bob is a past president of the Lincoln Chapter of

the American Institute of Architects and AIA

Nebraska. He has also taught Construction

Documentation at the University of Nebraska.

Currently he is a consultant with

ASSA ABLOY Door Security

Solutions and has been providing

assistance with Door and Hardware

information to architects in Nebraska

and Iowa for 6 years.

Clarity

CSI – Construction

Specifications

Institute

DHI – Door and

Hardware Institute

AIA – American

Institute of Architects

The purpose of today’s program is to look at the door and

hardware industry from the eyes of the architect.

What are “my” perceptions of the state of the industry as

an architect in the midst of it.

What does the industry do well and what can it do

better.

What are the tools and tricks to make doors and hardware

clearer.

AIA

CSI DHI

1. Review and understand how UniFormat, MasterFormat, SectionFormat and PageFormat are used for creating specifications

as outlined by the Construction Specifications Institute (CSI).

CSI – Construction Specifications Institute

UniFormat - Master Format – Section Format – Page Format

UniFormat is a uniform classification system for

organizing preliminary construction information into

a standard order or sequence on the basis of

systems and assemblies.



MasterFormat is an organizational structure providing

numbers and titles for the variety of subject matter

necessary for the construction, operation and

maintenance of a facility. MasterFormat – two groups

Procurement and Contracting Requirements

Specifications

MasterFormat – Divisions (1-49)

Division 1

Division 8



MasterFormat – Division 8

080671 – Door Hardware Schedule

087100 – Door Hardware

08 06 00 Schedules for Openings

08 06 10 Door Schedule

08 06 10.13 Door Type Schedule

08 06 10.16 Frame Type Schedule

08 06 40 Schedules for Entrances, Storefronts, Curtainwalls

08 06 41 Entrance Schedules

08 06 42 Storefront Schedules

08 06 50 Window Schedule

08 06 60 Skylight Schedule

08 06 70 Hardware Schedule

08 06 71 Door Hardware Schedule

08 06 80 Glazing Schedule

08 06 90 Louver and Vent Schedule


Section Format - 3 Parts

Part 1 Part 2 Part 3

General Products Execution

(Administrative) (Materials/ (Field

Fabrication) Installation)



Part 1 – General

Describes the administrative, procedural and temporary

requirements unique to the section. This is an extension of

the subjects covered in Division 1 and amplifies

information unique to the section.

Part 2 – Products

Describes materials, products, equipment, systems or

assemblies required for the project. Includes manufactured

materials and products along with the quality level

required.

Part 3 – Execution

Describes “on-site” actions and the method in which

products are to be incorporated into the project.


Coordinating with Consultants

Why is CSI concerned with this?

“The prime A/E should assume responsibility for

overall coordination of the specifications.

Information regarding the type of project, contract,

specifications formats, general conditions, and

especially Division 01 requirements should be

made available to consultants prior to their

preparing any sections.”

From – CSI Construction Specifications Practice Guide, 2011

CSI – Substitution Requests

“Whenever a product is specified by using a

proprietary name or the name of a particular

manufacturer or vendor, the specific item mentioned

shall be understood as establishing type, function,

dimension, appearance and quality desired. Other

manufacturers’ products might be accepted, provided

sufficient information is submitted to allow the A/E to

determine that the products proposed are equivalent

to those named.” Substitution requests must be in

writing from the bidder. Requests from manufacturers

or suppliers will not be considered.

From – CSI Construction Specifications Practice Guide, 2011

SUBSTITUTION REQUESTS

Why accept the manufacturers’ claims that his product is equal because it is on their letterhead? Require all substitution requests be sent to the project architect on CSI Pre-Bid substitution request forms.

Requirements: BHMA Certification for Grade 1 Comparison of manufacturing materials Manufacture Publicly listed Warranty Equivalence in Aesthetics: (Lever Design, Color, Material, Full Cover) Equivalence of function Product Cutsheets of specified and requested products

SUBSTITUTION REQUESTS

How to determine product equality:

Request your local specification consultant what are the differences between the manufactures.

Request independent lab testing results.

Look to your counterparts, call other school districts using the product or other architects if they have had success with the product

Is this product adequately represented and how long?

Request Physical Samples

2. Review and understand the four methods of Specifying:

Reference Standard, Descriptive, Proprietary and Performance

and benefits and downfalls of how each is used.


4 - Methods of Specifying

Descriptive

Detailed description of the characteristics, physical

properties and workmanship required for the installation

of a product.

Performance

Specifies the required results, the criteria by which the

performance will be judged and the method by which it

will be verified.

Reference Standard

Specifies products or processes by established

standards.

Proprietary

Specifies actual brand names, model numbers, etc.

Provide door hardware

that works!!!!


The Four “C”s

Clear Use correct grammar and avoid ambiguity

Concise Eliminate unnecessary words, but not at the expense of

clarity, correctness, or completeness

Correct Present ideas and explanations accurately and precisely

Complete Do not leave out anything that is important

3. Review and understand guidelines utilized by the Door Hardware

Institute (DHI) for creating Door Hardware Specifications and

Schedules.

DHI – Door and Hardware Institute

DHI – Door and Hardware Institute

Controlling Device

Securing Device

Trim

Protection

Hanging Device

Hang, Lock, Control, Protect

and Trim

Reprinted with permission from Door and Hardware Institute

Hardware sets such as the one shown above allow the

architect to make last minute changes with confidence.

If the hardware sets are too detailed, last minute

changes (such as changing opening size) become

much more tedious and difficult.

Remember, the hardware sets included in a

specification are not intended to be used as detailed

hardware headings that the finish hardware distributor

will be creating during the submittal process.

Instead, they are intended to be used by the contractor

to determine the amount of labor needed to install the

doors and hardware on a project.

They are also used to show hardware suppliers which

openings are to receive which hardware products.

Set 1

Hinges As Specified

Mortise Lock Storeroom Function

Closer As Specified

Kick Plate As Specified

Stop As Specified

If you have followed the recommendations

for PART 2 as described, hardware sets

could look something like this:

Hardware Schedule Example

Set 1

Hinges As Specified

Set 1 (7’0” Door, Std. Wt. BB Hinges)

3 Ea Hinges Ht. per width of door 32D

Set 2 (8’0” Door, Std. Wt. BB Hinges)

4 Ea Hinges Ht. per width of door 32D

So instead of this:

You may want to try something like this:

B. Continuous Geared Hinges: Provide continuous geared hinges certified to

comply with the requirements of ANSI/BHMA A156.26 and as specified

below: 1. Provide hinges that are non-handed, reversible and fabricated to template screw locations. 2. Provide flush mount heavy duty hinges. 3. Provide preparation for removable power transfer panel where indicated. 4. Provide for required U.L. listing for rated openings.

B. Continuous Geared Hinges: ANSI/BHMA A156.26 certified continuous geared hinge

with minimum 0.120-inch thick extruded 6060 T6 aluminum alloy hinge leaves and a

minimum overall width of 4 inches. Hinges are non-handed, reversible and fabricated

to template screw locations. Provide concealed flush mount (with or without inset), full

surface, or half surface, in standard and heavy duty models, as specified in the

Hardware Sets. Concealed continuous hinges to be U.L. listed for use on up to and

including 90 minute rated door installations and U.L. listed for windstorm components

where applicable. Factory cut hinges for door size and provide with removable service

power transfer panel where indicated at electrified openings.

Lock #1

Products

Products Lock #2

Lock #3

Products

SAMPLE No. 1

Approved Products

Mfr. #1 Mfr. #2 Mfr. #3

SAMPLE No. 2

SAMPLE No. 3

SAMPLE No. 4

2.04 LOCKS AND LATCHES

A. Provide door hardware as indicated in Schedule at end of section.

B. Locks: Provide a lock for every door, unless specifically indicated as

not required locking.

1. Hardware Sets indicate locking functions required for each door.

2. If no hardware set is indicated for a swinging door, provide and

office lockset.

3. Trim: Provide lever handle or pull trim on outside of all locks

unless specifically stated to have no outside trim.

4. Lock Cylinders: Provide key access on outside of all locks unless

specifically stated to have no locking or outside trim.

SAMPLE No. 4

2.05 CYLINDRICAL LOCKSETS

A. Cylindrical Locksets: See hardware schedule at the end of this section.

B. Locking Functions: As defined in BHMA A156.2 and as follows below:

1. Cylindrical Locksets, Grade 2 (Extra-Heavy Duty): ANSI 156.2 Series 4000,

Grade 1 certified cylindrical (bored) locksets able to withstand 3000 inch pounds

of torque applied to the locked lever without gaining access. Locksets to fit a

standard 2 1/8” bore without the use of through-bolts. Lever handles to be made

of solid material with no plastic fillers and latch-bolt head to be one-piece

stainless steel construction encased within the lock body. Furnish with standard

2 ¾” backset, ½” throw latch-bolt (3/4” at rated paired openings), and universal

non-handed. Lock trim design as indicated in hardware schedule below.

2.06 MORTISE LOCKSETS

A. Mortise Locksets: See hardware schedule at the end of this section.

B. Locking Functions: As defined in BHMA A156.13 and as follows:

2.07 FLUSHBOLTS

ANSI/BHMA Standard

ANSI/BHMA Standard A156.13 Mortise Locks & Latches (Series 1000)

Impact Testing Grade 1 Grade 2 Grade 3

Mortise Latch and/or

Deadbolt Impact Test

Grade 2 plus

2 Blows of 150 ft-lb (200J)

Grade 3 plus

2 Blows of 120 ft-lb (160J)

2 Impacts of 60 ft-lb (80J) & 2

Blows of 90 ft-lb (120J)

1 lb

1 ft

1 Pound falling a distance 1 Foot = 1 ft-lb 1 Pound falling a distance 1 Foot = 1 ft-lb

1 lb

1 Pound falling a distance 1 Foot = 1 ft-lb

1 lb


1 lb


1 lb


1 lb


1 ft

1 lb


1 ft

1 lb


1 ft

1 lb


1 ft

1 lb


ANSI/BHMA Impact Testing

Above and Beyond Testing • ANSI/BHMA is the standard used by Most

Manufacturers,

• Some manufacturers test to the ASTM Impact

Standards ASTM F1577 - 05 Standard Test Methods for Detention Locks for Swinging Doors

• ASTM F1577 Level 1 Impact Test requires 600

Blows in 60 min with a force of 200 lbf-ft (271.2 J)

• ASTM F1577 Level 3 Impact Test requires 200

Blows in 20 min with a force of 200 lbf-ft (271.2 J)

• Here is the comparison again

• ANSI/BHMA Grade 1 requires 2 Blows with a force

of 150 lbf-ft (200J) including Grade 2 & 3

Requirements

166.5 Pounds swung into the Door with a force of 200 ft lbs 600 Blows in 60 minutes 1 Blow every 6 seconds

The Striking Surface must be C1010-C1020 Steel with a surface area of 4 inches squared

Sample specification language

1. Mortise Locks and Latches: BHMA

Certified Grade 1, Series 1000.

2. Certified to meet or exceed ASTM

F1577-95b paragraph 6.2 Level 1

Impact testing for doors with Deadbolt.

3. Must have 3rd party certification of

testing to 3,000,000 cycles.

A. The hardware set represents the design intent

and direction of the owner and architect. They are a

guideline only and should not be considered a detailed

hardware schedule. Discrepancies, conflicting hardware

and missing items should be brought to the attention of

the architect with corrections made prior to the bidding

process. Omitted items not included in a hardware set

should be scheduled with the appropriate additional

hardware required for proper application and

functionality.

DOOR HARDWARE SCHEDULE

Prior to the Door Hardware Schedule, you should always include a note similar

to the one below:

Architect’s Notes

4. Explain industry changes affecting the way hardware

specifications are written and utilized. Review new tools for writing

hardware specifications and adding information to modeling

software.

So what should a opening consultant using current

tools be able to provide?

They should be able to assist with

adding “information parameters”

to your Revit models.

Door Information

Frame Information

Costing Information



They should

be able to

provide door

and frame

families for

your use in

Revit models

These should

include all the

information from the

previous slide.

(Cost, Type, Frame,

Etc.) but also

provide visual clues

as to what is being

provided.

They should be able to assist you with incorporating this

information into the Revit models and provide you access

to cut sheets regarding door, frame and hardware product

selections without searching.



In 3-D

They should

provide you with

the means to go

“Paperless”

Or Plan View



What about a numbering system to make finding

sets within your project easier to find?

There are a lot of examples for this and it usually

quite different firm by firm but the set numbering

system should allow you to:

-keep your exterior door sets first

-allow you to identify electrified openings

-allow you to sort by lock function, door

type, etc.

A. BHMA A156.1 - American National Standard for Butts and Hinges; Builders Hardware

Manufacturers Association, Inc.; 2006 (ANSI/BHMA A156.1).

B. BHMA A156.2 - American National Standard for Bored and Preassembled Locks & Latches;

Builders Hardware Manufacturers Association; 2011 (ANSI/BHMA A156.2).

C. BHMA A156.3 - American National Standard for Exit Devices; Builders Hardware Manufacturers

Association; 2008 (ANSI/BHMA A156.3).

D. BHMA A156.4 - American National Standard for Door Controls - Closers; Builders Hardware


E. BHMA A156.5 - Cylinders and Input Devices for Locks; Builders Hardware Manufacturers

Association; 2010 (ANSI/BHMA A156.5).

F. BHMA A156.6 - American National Standard for Architectural Door Trim; Builders Hardware

Manufacturers Association; 2010 (ANSI/BHMA A156.6).

G. BHMA A156.7 - American National Standard for Template Hinge Dimensions; Builders Hardware


H. BHMA A156.8 - American National Standard for Door Controls - Overhead Stops and Holders;

Builders Hardware Manufacturers Association, Inc.; 2010 (ANSI/BHMA A156.8).

I. BHMA A156.12 - American National Standard for Interconnected Locks; Builders Hardware


J. BHMA A156.13 - American National Standard for Mortise Locks & Latches Series 1000; Builders

Hardware Manufacturers Association; 2012 (ANSI/BHMA A156.13).

K. BHMA A156.15 - American National Standard for Release Devices - Closer Holder,

Electromagnetic and Electromechanical; Builders Hardware Manufacturers Association; 2011

(ANSI/BHMA A156.15).

L. BHMA A156.16 - American National Standard for Auxiliary Hardware; Builders Hardware


M. BHMA A156.18 - American National Standard for Materials and Finishes; Builders Hardware




They should be able to provide you with tools such as an “Egress

Calculator” to assist with generating exiting information for the AHJ.


tools be able to provide? Finally, they

should provide

editable

specification

documents

indicating

changes made

for your review

and comment.

Don’t forget other services available from

consultants

When choices are available, use

consultants with Credentials

AIA

AIA

FAIA

CSI

CDT

CCS

CCCA

CCPR

DHI

AHC

CDC

EHC

AOC

We need more architects aware and able to work

with these critical portions of the projects.

CSI

CDT

CCS

CCCA

CCPR AIA

DHI

AHC

CDC

EHC

AOC

AIA - American Institute of Architects

As always, the AIA is the glue that holds all of these associations,

manufacturers, spec writers, etc. accountable for what they promote for use

in the industry.

As Architects, our role is to continue to encourage the use of qualified

consultants to prepare schedules and specifications, as well as consult on

alternative solutions. Credentials offered by AIA, CSI, DHI, LEED and other

organizations earned and offered by consultants will only increase the

architect’s ability to assist our clients and provide clear, concise, correct and

complete specifications.

This concludes The American Institute of Architects

Continuing Education Systems Course

AIA Iowa Robert A. Schoenleber, AIA, CDT, LEED AP

402 430-2384

[email protected]

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